The world of finance is complex and ever-changing. To ensure that you're able to navigate it, you need a trustworthy partner who will look out for you. Family Office Solutions of Greenville, Delaware, is that company. Our licensed CPA firm puts more than 30 years of experience to work for our clients every day, providing smart solutions to financial issues facing individuals, families, and organizations alike.
A strong team is made up of individuals who truly care about their organization's purpose. At Family Office Solutions, we're proud to say that all of our team members are focused on providing superior services to our wonderful clients. As your go-to financial services provider, we employ individuals from a variety of backgrounds, whose complementary strengths enable us to serve you the right way.
A strong team is made up of individuals who truly care about their organization's purpose. At Family Office Solutions, we're proud to say that all of our team members are focused on providing superior services to our wonderful clients. As your go-to financial services provider, we employ individuals from a variety of backgrounds, whose complementary strengths enable us to serve you the right way.
Services
Family Office Solutions has you covered when it comes to accounting services and financial planning.
Our experienced team delivers effective solutions to our valued clients every day.
You can count on us to put your needs first at all times.
Multi-disciplinary staff of professionals trained to focus on the family client vs the product.
Our experienced team delivers effective solutions to our valued clients every day.
You can count on us to put your needs first at all times.
Multi-disciplinary staff of professionals trained to focus on the family client vs the product.
Improved technology environment allows staff to access client files remotely and securely from any location.
Regularly scheduled back up of server data, off-site storage facility, and off-site technology support group.
Staff members all reside in close proximity of each other and within short driving distance of a temporary office site providing computer, phone, copier, and office services.
Regularly scheduled back up of server data, off-site storage facility, and off-site technology support group.
Staff members all reside in close proximity of each other and within short driving distance of a temporary office site providing computer, phone, copier, and office services.
As the President, Jack leads seasoned professionals who are responsible for delivering advice and service to a national client base of multi-generational families and business owners.
Jack works directly with clients to help manage the multi-dimensional aspects of their family's financial affairs.
Jack and his teams work closely with clients and their advisors to develop and support financial strategies that assist clients in meeting their current needs while planning for long-term goals.
For some of his clients, this also means serving as executive director, business manager, advisor, and confidant, as well as developing intergenerational strategies customized to best meet their needs.
Jack works directly with clients to help manage the multi-dimensional aspects of their family's financial affairs.
Jack and his teams work closely with clients and their advisors to develop and support financial strategies that assist clients in meeting their current needs while planning for long-term goals.
For some of his clients, this also means serving as executive director, business manager, advisor, and confidant, as well as developing intergenerational strategies customized to best meet their needs.
Whether you're a single person or the head of a family, dealing with financial matters can be challenging.
Fortunately, Family Office Solutions is here to meet your needs.
We offer a broad range of financial services for families and individuals.
Serve as a trusted advisor and point person for all every-day (simple and complex) matters that arise.
Referral and oversight of providers, such as insurance, investments, attorney, and other providers.
Recommend estate-planning modifications and work with other advisors to implement on your behalf.
Fortunately, Family Office Solutions is here to meet your needs.
We offer a broad range of financial services for families and individuals.
Serve as a trusted advisor and point person for all every-day (simple and complex) matters that arise.
Referral and oversight of providers, such as insurance, investments, attorney, and other providers.
Recommend estate-planning modifications and work with other advisors to implement on your behalf.
Family Office Solutions provides complete strategic planning, business accounting, document management, and other helpful services to businesses and organizations.
As a licensed accounting firm, we deal with a range of issues, serving our clients with integrity and attention to detail.
Get in touch with us today to find out more.
Serve as a trusted advisor and point person (to both board members and shareholders) for all every-day (simple and complex) matters that arise.
Stay abreast of continuously changing tax laws and make recommendations for modifications as needed.
As a licensed accounting firm, we deal with a range of issues, serving our clients with integrity and attention to detail.
Get in touch with us today to find out more.
Serve as a trusted advisor and point person (to both board members and shareholders) for all every-day (simple and complex) matters that arise.
Stay abreast of continuously changing tax laws and make recommendations for modifications as needed.
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